Spotlight · AI for finance
Why automate
Most finance teams spend their week raising invoices late, chasing payments and rebuilding the same reports, while cash sits in the gaps.
We hand the preparation, matching and chasing to AI that works inside your accounting system, and keep every payment, payroll run and formal notice with a person.
Services
Bill on time
A signed contract often waits days for someone to raise the invoice. When the e-signature completes, the invoice or deposit request is created in your accounting system from the contract terms and sent with a payment link. Milestone and recurring invoices follow the schedule in the contract.
Invoiced minutes after signature, not days
Collect what you're owed
Chasing overdue invoices is awkward and easy to put off. Reminders go out on a schedule you set, from a friendly nudge to a formal letter, written in your tone, referencing the invoice and stopping the moment payment lands. Final notices wait for your approval.
Every overdue invoice chased, on schedule
Collect what you're owed
Bank lines with half a reference and partial payments eat the end of every week. AI matches incoming payments to invoices, marks them paid, and queues only the unclear ones for a person with its best guess attached.
Most payments matched without a person
Pay people and suppliers
Hours, leave, overtime, starters, leavers and pay changes arrive from different places. AI collects them, compares the run against last month, flags anything unusual and prepares the file for your payroll provider or software. A person approves before it is submitted.
Payroll arrives prepared and checked
Pay people and suppliers
Supplier invoices arrive as PDFs in a shared inbox. AI reads them, matches each to its purchase order and delivery, codes it and routes it to the right approver. Payments are only released after approval.
Invoices coded and routed the day they arrive
Close and report
The month-end pack, cash position, aged debt and budget-versus-actual are rebuilt by hand every month. AI builds them from your accounting system with a plain-English commentary on what moved and why, ready for review.
The month-end pack drafts itself
Connected data
Finance workflow layer. E-signature (Signed contracts, terms), Accounting system (Invoices, ledgers), Bank feeds (Incoming payments), HR & time tracking (Hours, leave, changes), Supplier inbox (PDF invoices) feed into Your finance workflow layer (Every action logged), which updates Payment requests (On signature), Reminders (Final notice approved), Payroll file (Checked, for sign-off), Reports (Month-end and cash).
A week in finance
Example week
Approval gates
| Criterion | Runs automatically | Waits for your approval |
|---|---|---|
| Create invoices from signed contracts | Yes | No |
| Send friendly payment reminders | Yes | No |
| Match payments and code supplier invoices | Yes | No |
| Send a final notice | No | Yes |
| Release a supplier payment | No | Yes |
| Submit payroll | No | Yes |
How we roll it out
01: Map the money flow
We walk through billing, collections, payables and payroll, and connect read-only to your accounting, banking and e-signature tools.
Read-only access first02: Pick the first workflow
Usually contract-to-invoice or reminders: quick to prove, measured on days to invoice or days sales outstanding.
One workflow, one metric03: Run with sign-off
AI prepares, matches and drafts; a person approves every payment, payroll run and final notice.
Human approval on04: Expand and tune
Add reconciliation, payables, payroll and reporting once the first workflow holds, and review the rules monthly.
Monthly tuningRunning an accounting practice? See AI for accounting firms and our accounting case studies. Want live numbers and alerts too? See AI for operations. Payroll starts with hiring and onboarding: see AI for HR.
FAQ
We connect your e-signature tool (such as DocuSign, PandaDoc or Adobe Sign) to your accounting system. When a contract is fully signed, the invoice or deposit request is created from the agreed amounts and terms and emailed to the client with a payment link. Milestone and recurring invoices are scheduled from the same contract.
You set the tone, timing and number of reminders, and they stop as soon as payment arrives. Key accounts can be excluded or routed to their account manager instead, and anything formal, like a final notice, waits for a person to approve it.
No. We automate the preparation: collecting hours, leave and changes, checking the run against last month and preparing the file for your payroll provider, software or accountant. A person approves before anything is submitted, and your provider stays responsible for the calculations and filings.
Commonly Xero, QuickBooks, Sage, NetSuite and Business Central, your bank feeds, Stripe or GoCardless for payment links, e-signature tools, HR and time-tracking systems, and your payroll provider. If a tool has an API or export, we can usually bring it in.
Not in our builds. AI can prepare, match, code and draft, but releasing a payment, submitting payroll or sending a formal notice always needs a person's approval, and every step is logged for audit.
We use the minimum access each workflow needs, starting read-only, keep data in your systems where possible and log every action. We work within GDPR and can run on infrastructure in your region.
Where cash is waiting. If contracts are signed but invoices go out late, start with contract-to-invoice. If invoices go out but payments are slow, start with reminders.
Next step